How to Analyze a Business Model

a structured way to see how a company creates, delivers, and captures value.

The core idea

a structured way to see how a company creates, delivers, and captures value.

why the first step dominates, and how to lower the friction that keeps you from

how tiny differences in starting conditions produce wildly different outcomes.

knowing exactly where your real understanding ends, which is where catastrophe u

why things fall apart by default, and why maintenance is never optional.

Aristotle's three engines of persuasion and how to use them together.

breaking a problem to its fundamentals and reasoning up, instead of by analogy.